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Consumer Relationship Summary

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Copyright Total Asset Planning © 2026 | All Rights Reserved

Check the background of your financial professional on FINRA’s BrokerCheck.

TAP into the power of planning

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Office

118 Parkside Dr
Brandon, MS 39042

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Call me

(601) 825-8733

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Email me

jim@tap-ms.com

*Please contact a Tax Professional for tax advice.

Securities and Advisory Services through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Total Asset Planning and CreativeOne Securities, LLC are not affiliated.

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